Automations allow you to synchronise changes between Estii and other platforms, by performing actions in response to specific events

Introduction

Automations are workflow integrations between Estii and your other platforms. Administrators can manage automations from the settings > workflow page.

Some common examples of workflow automations:

• When a Salesforce opportunity changes status to “Proposal/Price Quote”, create a new deal in Estii
• When an Estii deal is approved, update the amount in the Salesforce opportunity
• When an Estii deal is approved, attach the deal proposal or spreadsheet to the Salesforce opportunity
• When an Estii deal changes status, post a message on a Slack channel

Automations

There are three key concepts in automation:

• Events are triggered by a change in state in a platform, like when a deal is updated in Estii or an opportunity is updated in Salesforce.
• Automations respond to events of a specific type (and evaluate a set of conditions) before performing one or more actions.
• Actions perform work in a platform, like updating a deal in Estii or posting a message to Slack. Each action can be configured with both hard-coded and dynamic values taken from the triggering event.

Events & Conditions